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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
LSV Small Cap Value Institutional
Price$18.98
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets600.89M
DFFVX vs LSVQX Comparison Chart in %
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DFFVX vs. LSVQX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFFVX is a Hold and LSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. LSVQX (601M). LSVQX pays higher dividends than DFFVX: LSVQX (1.75) vs DFFVX (1.62). DFFVX was incepted earlier than LSVQX: DFFVX (26 years) vs LSVQX (12 years). LSVQX (0.85) is less costly to investors than DFFVX (0.30). LSVQX is a more actively managed with annual turnover of: 25.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than LSVQX: DFFVX (0) vs LSVQX (100000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. LSVQX (2.46). DFFVX (91.20) and LSVQX (89.51) have equivalent 5 years return.
| DFFVX | LSVQX | DFFVX / LSVQX | |
| Total Expense Ratio | 0.29 | 0.85 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 2.742 | 2.208 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 601M | 2,213% |
| Annual Yield % from dividends | 1.62 | 1.75 | 92% |
| Returns for 1 year | 8.01 | 2.46 | 325% |
| Returns for 3 years | 20.63 | 15.81 | 130% |
| Returns for 5 years | 91.20 | 89.51 | 102% |
| Returns for 10 years | 66.57 | 71.23 | 93% |
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